APAC e Quote https equote steelcase com GLOBAL

APAC e. Quote https: //equote. steelcase. com/

GLOBAL e. Quote TRAINING Objectives: 1. A Global Request Tool to be implemented in APAC to replace current tool - SPQ Online 2. This tool has the same main function, is to allow you to place special request at Steelcase in an easy way including all required information to process and get a special quotation. 3. Features: • Select a current product and request a modification • Attached image to your description of the special request • Delivery information – tell us if it’s a phased delivery • Mock Up – if you have a Mock Up, include the delivery date • Add/Cancel Request – Unassigned quotes can be added to or canceled • Call-Back-Request – Provide your phone number and we’ll call you to discuss your special request • Request Status – See the status of your current requests

GLOBAL e. Quote TRAINING Follow these steps prior submitting an e. Quote Request: 1. Check product Spec Guide to make sure the product is currently not standard product 2. Compile the following information: • Customer Name • Quantity of Special products required • Style number of product that most closely resembles the Special product that being requested • Complete description of Special product, including the product line, dimensions, and surface materials • Drawing of the Special product and the application, especially if the Special is complicated. Attach it to your e. Quote Request

GLOBAL e. Quote TRAINING Training Content Step Content Slide# Step 1 Open the tool 5 Step 13 Request Copy 47 Step 2 The Header 7 Step 14 Request Copy of Quote 50 Step 3 Open a Request 10 Step 15 Extend Quote 51 Step 4 Modify an Existing Product 20 End Training 54 Step 5 Browse All Catalogs 27 Step 6 Search by Product Number 30 Step 7 p. Con File Upload (new feature) 33 Step 8 Submit your request 36 Step 9 Review Request Status 38 Step 10 Edit Submitted Request 39 Step 11 Search for Another Requestor’s Request 43 Step 12 To review Quote Validity 45

GLOBAL e. Quote TRAINING Step 1: Open the tool Welcome to Steelcase Global e. Quote training. To begin, there are two ways to access the new Global e. Quote app. 1. 1 First, simply key in “equote. steelcase. com”.

GLOBAL e. Quote TRAINING The second way to access the new Global e. Quote is to go to Steelcase Village and select “Village” from the top pull down menu and then select e. Quote APAC.

GLOBAL e. Quote TRAINING Step 2: The Header 2. 1 Get acquainted with the header menu at the top of e. Quote 2. 2 On the top Left corner, there’s button for “e. Quote = Home”, “My Requests”, “Request Copy of Quote” and “Extend Quote” button.

GLOBAL e. Quote TRAINING 2. 3 Search for requests by placing your cursor in the search field on the and keying in a request number. 2. 4 Click the “Other Applications” button to see relates Specials applications. This is also where to find the “help” menu.

GLOBAL e. Quote TRAINING 2. 5 You can click on you name on the right side of the header to change the language to Deutsch, English, Español or Français.

GLOBAL e. Quote TRAINING Step 3: Open a Request 3. 1 Now create a new request. First, click on “My Requests” on the header. 3. 2 Next, click on the “New Request” button

GLOBAL e. Quote TRAINING 3. 3 You will see some fields already filled with your profile information. Click the check box at the bottom of the left “Dealer Information” column to verify the Ship-to Country. This is one of the required fields as indicated by the asterisk. Request Quote for Dealer: key-in the Dealer’s name Dealer Name: Dealer’s Company Name (auto capture once dealer name entered)

GLOBAL e. Quote TRAINING Note: If you’re requesting on behalf of others, you need to key in the Requestor’s Name in the “Request Quote for Dealer” box. You can also add more 1 recipient’s email address in the “Requestor’s Email” box

GLOBAL e. Quote TRAINING 3. 4 Give your new request a project name. On the right column under “Project Information” is a field labeled “Project Name” 3. 5 Give the request a “Customer Company Name”. You can find the Customer Company Name filed on the right-hand Product Information column, third field down.

GLOBAL e. Quote TRAINING 3. 6 Click on the “Estimated Project Delivery Date” field on the right-hand column and select a date four weeks from today.

GLOBAL e. Quote TRAINING 3. 7 Tell Steelcase that this project has a Mock-Up by clicking the “Yes” button by “Mock-Up” near the bottom of the right-hand Project Information column. 3. 8 Click on the “Mock-Up Delivery Date” field and select a date two weeks from today.

GLOBAL e. Quote TRAINING 3. 9 Tell Steelcase that this project is a Bid by clicking the “Yes” button by the “Bid/RFP” field near the bottom of the right-hand Project Information column.

GLOBAL e. Quote TRAINING 3. 10 Next, click on the “Bid/RFP Due Date” field on the right-hand Project Information column and select a date one week from today.

GLOBAL e. Quote TRAINING 3. 11 Click the check box at the bottom of the right-hand Project Information column to indicate you would like a phone call to review this special request. Key-in your contact number for our Quote Rep to call you back.

GLOBAL e. Quote TRAINING 3. 12 Click “Save” in the upper left-hand corner of the form

GLOBAL e. Quote TRAINING Step 4: Modify an Existing Product 4. 1 OK, now let’s search for an existing product that is the closest match to our special. Click “New Item”

GLOBAL e. Quote TRAINING 4. 2 Let’s start by keying a product number for a Gesture chair, 465 A 300. Click the “Quick Add” button next to the search field.

GLOBAL e. Quote TRAINING 4. 3 e. Quote is showing all the attributes that can be specified for 465 A 300. You do not have to specify all of them. However, need to specify a total quantity because it’s required, as indicated by the asterisk. Enter 5 into the quantity field.

GLOBAL e. Quote TRAINING 4. 4 Select any of the finishes and options that are important to the special. Click on the pull-down menu next to “Headrest Option” and select Standard Headrest.

GLOBAL e. Quote TRAINING 4. 5 Scroll down and attached a file that could be helpful to illustrate what is special. For this training, simply attach any file from your computer. Click “Choose File” button and browse to a file and click “Open”.

GLOBAL e. Quote TRAINING 4. 6 Scroll down to the “Modification” field and describe what is special about your request. Notice that this field is required. Key in, “Please change the headrest to do this, that and the other thing”.

GLOBAL e. Quote TRAINING 4. 7 Click “Save” in the upper left-hand corner.

GLOBAL e. Quote TRAINING Step 5: Browse All Catalogs 5. 1 If you don’t know the product number, you can browse the catalogs. Click the New Item button and look for “Browse All Catalogs” on the right-hand column.

GLOBAL e. Quote TRAINING 5. 2 Select “SCZI – Steelcase Global APAC Products (1. 18. 6)”

GLOBAL e. Quote TRAINING 5. 3 Here you can Select a catalog from the pull-down menu browse to the product you would like to use as the starting point of another special. 5. 4 Select require configuration from the drop-down selections. Select the nearest available. 5. 5 Repeat steps 4. 3 – 4. 7

GLOBAL e. Quote TRAINING Step 6: Search by product number 6. 1 Now create an item by product number. Click New Item button.

GLOBAL e. Quote TRAINING 6. 2 Enter Product number in the Search field. Product number with MUST be the first few alphabets/numeric digits. Do not use numeric in the middle or alphabetical at back of the product number, example; “IMIG”

GLOBAL e. Quote TRAINING 6. 3 All product number with “IMIG” will be display. Select the nearest product number and proceed with special specification. 6. 4 Repeat steps 4. 3 – 4. 7

GLOBAL e. Quote TRAINING Step 7: p. Con File Upload (new feature) 7. 1 Now Create multiple new items by csv file extract from p. Con Cad. Click “p. Con File Upload” button. Note: • System only accept. csv file loading. • Please note, if your project contains more than ONE. csv file, loading file take 1 at a time. 7. 2 Click on the “Choose File” button and browse a csv file from your computer and click “Open”.

GLOBAL e. Quote TRAINING 7. 3 p. Con uploaded item

GLOBAL e. Quote TRAINING 7. 4 Click on the item to see quantity, options, finishes & special specification captured in Modification field. Info maintains as specified in p. Con cad.

GLOBAL e. Quote TRAINING Step 8: Submit your Request 8. 1 Now You are now ready to submit your request, however, don’t do it with this training request. Wait until you have a real request before you hit the submit button.

GLOBAL e. Quote TRAINING Note: • A message box will pop-up if item without attachments.

GLOBAL e. Quote TRAINING Step 9: Review your status 9. 1 You can check here for the status of your “My Request” screen on the right-hand column. There are five possible statuses: Submitted, Not Submitted, Canceled, Complete and In Process. Only items with "Not Submitted", "Submitted" and "In Process" status can be amended or canceled. Items with the status of "Completed" or "Canceled" cannot be amended.

GLOBAL e. Quote TRAINING Step 10: Edit Submitted Request 10. 1 For Submitted Request, you can only Add/Cancel Lines. No changes to the submitted lines. To Add/Cancel Lines, click onto the request number. 10. 2 As shown below, there’s only option for Cancel Line button.

GLOBAL e. Quote TRAINING 10. 3 To Add lines, click onto the pointed button “Amend Request” 10. 4 Clicking “Amend Request” will bring up the New Item window 10. 5 Repeat steps 4. 3 – 4. 7

GLOBAL e. Quote TRAINING 10. 6 New Line added into the request 10. 7 Click on “Amend Line” to Submit new line added

GLOBAL e. Quote TRAINING 10. 8 Edited Request – item increase to 2 due to the newly added line

GLOBAL e. Quote TRAINING Step 11: Search for Another Requestor’s Request 11. 1 To search for another requestor’s request, click on the dropdown box below the "Showing Request For" on the header, right top corner.

GLOBAL e. Quote TRAINING 11. 2 Look for the requestor name (ie: Suk Yian TENG) 11. 3 Select Region from the Product Source dropdown box. All quotes under “Suk Yian TENG” will be displayed.

GLOBAL e. Quote TRAINING Step 12: Review quote validity 12. 1 To view to request/quote validity, click on the Request number

GLOBAL e. Quote TRAINING 12. 2 Then click on the Quote number 12. 3 Expiry date is shown in Expiration Date column

GLOBAL e. Quote TRAINING Step 13: Request Copy 13. 1 Go to the specific request, click on the Request number

GLOBAL e. Quote TRAINING 13. 2 Click “Request Copy” button next to the Quote number 13. 3 Input Requestor (your) email address in the box displayed. Click “OK”

GLOBAL e. Quote TRAINING 13. 2 Within minutes, you will receive an email from system for the Quote Copy requested.

GLOBAL e. Quote TRAINING Step 14: Request Copy of Quote 14. 1 Click on the Request Copy of Quote on the header

GLOBAL e. Quote TRAINING Step 15: Extend Quote 15. 1 To extend a quote, click "Extend Quote" on the header. 15. 2 Enter an Engineering Quote number (ie: SF 156652) and hit the “+” sign, or “add button” to see if the quote is current. You may add more quote numbers; they are for the same customer.

GLOBAL e. Quote TRAINING 15. 3 Review the status of the quote and confirm that it’s expired. Now enter all the required fields and hit save. This become a new e. Quote request for the quote reps to review.

GLOBAL e. Quote TRAINING 15. 4 Extend Quote request will be display as below in e. Quote. It shows the expired quote number as a new request with status “Submitted” Note: • Extend Quote does not work for expired quotes from previous tool, SPQ Online. One will have to raise new request for the expired items.

GLOBAL e. Quote TRAINING End of Training That’s it for our training. Please let us know if you have any questions by emailing AP_EQUOTE@steelcase. com